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Geneos Wealth Management’s Sol-Gel Technologies SLGL Stock Holding History

Geneos Wealth Management’s Portfolio SLGL Stock Details SLGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-20
Closed -$2K – 3085
2021
Q1 		$2K Hold
20
– – ﹤0.01% 2929
2020
Q4 		$2K Buy
+20
New +$1.7K ﹤0.01% 2721

Other funds holding SLGL

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Geneos Wealth Management's SLGL Position: Q2 2021 in Review

Geneos Wealth Management sold out of Sol-Gel Technologies (SLGL) in Q2 2021, closing a stake of 20 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in SLGL in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 16 funds tracked by Wall St. Rank hold SLGL as of Q2 2021.

  • Geneos Wealth Management reported no remaining Sol-Gel Technologies position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 20 Sol-Gel Technologies shares in Q2 2021, an estimated $2K.
  • Geneos Wealth Management first reported a position in Sol-Gel Technologies in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's Sol-Gel Technologies position peaked at $2K in Q1 2021.
  • 16 funds tracked by Wall St. Rank held Sol-Gel Technologies as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.